All Posts by xrmcoaches

New Workshop: Understanding Dynamics CRM Processes

Hi Everyone,

I have been trying to formalize some of my Dynamics CRM automation and processing training and I think I’ve finally found a format that I am happy with.

Let me introduce you to my new workshop: Understanding Dynamics CRM Processes.

Here is a little about the course:

Goal

When you finish this workshop you will have a very deep understanding of Dynamics CRM process, how to design and build them, and how they will benefit your business.

 

Hands-On

I am a huge believer that nothing makes you understand a new concept or technology better than just doing it yourself. That means you’ll be doing a lot of exercises and there will also be homework.

 

Live Environment

We’ll have a real playground in which to play by using a Dynamics CRM environment for all of our work.

 

A Different Style of Course

Instead of dedicating a full day to training, we’ll be meeting once per week for two hours. Can’t make a session? Don’t worry, they will be recorded and you can replay them later and just perform the work on your own, just like you are in class.

Class with start on Tuesday, June 21st and run through Tuesday, July 19th.

I will actually have two sessions: 10am-12pm CDT and 6pm-8pm CDT, so that people can fit it into their already busy schedules.

 

What You Will Learn

Here is a brief summary of the topics we’ll cover:

Workflows

From the basics to the advanced, you’ll learn everything that you need to know to understand, create, and maintain custom workflow processes.

Dialogs

So I’m sure you’ve heard the phrase “Dialogs” but don’t really understand what they are and how you would use them. Like workflows, we’ll be covering them in-depth so you can see for yourself.

Business Process Flows

I’m sure you have seen the progress bars on the Lead and Opportunity entity that give the user a quick indication of where that specific entity record is within the process. You’ll learn how to create and maintain these process flows to fit your business.

Custom Actions

Custom Actions have been around for a while but are often overlooked. We’ll discuss how and why they are used so you can see if they can be of benefit to your business.

 

Frequently Asked Questions

Here are a few questions that have come up while building out the course:

Who is this workshop for?

This workshop is for anyone who is classified, or classifies themselves, an administrator or power user. Or, it is for anyone who wants to expand their Dynamics CRM product knowledge. (see the next question.)

Am I qualified to attend?

Do you have at least a basic understand of how Dynamics CRM functions, how data is stored, and how to navigate around the application?  If so, then yes, this workshop is for you.

Will there really be homework?

Yes. With only two hours of class-time per week, there will a lot that you will need to accomplish on your own.

 

Ready to Investment in Yourself?

The cost of the course is a one-time payment of $997.

Preferred Session:

1 2 3 8